Welcome to Hubbard Investments

Unpredictable capital markets, unsettling geopolitical events and constantly changing economic conditions have made the need for sound, conflict free, financial advice one of the highest priorities for affluent families today. Being able to rely on trusted advisors with the skill, dedication and commitment to their financial goals has become extremely important to professionals today. At Hubbard Investments, we provide financial, tax and wealth-planning services.

Hubbard Investments has built a platform focused exclusively on helping its clients achieve their financial goals. Whether it’s structuring a reliable income stream, reducing the overall risk in a diversified investment portfolio, or providing advice on tax-advantaged charitable giving, the firm strives for client-centered effective strategies. Building and maintaining strong client relationships is a hallmark of our practice.

We work  with our clients to help define their specific life and wealth goals. It’s through our consultative process that critical questions are asked and issues are raised. From wealth accumulation to preservation and ultimate distribution, the firm has a distinct client advocacy style and orientation. Our clients rely on our integrity as we assist them in preserving and managing wealth for generations.

Please feel free to contact us to arrange an initial consultation to discuss how we can help you achieve your goals.
Calculators

Car Affordability

How much can you afford to pay for a car?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

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